Generating Reports

This guide covers every option for generating reports in clariBI, from basic template-driven reports to advanced multi-source custom analyses.

Method 1: Generate From a Template

Templates are the fastest and most reliable way to create reports. Each template defines the analysis structure, metrics, and output format.

Method 2: Custom Prompt

For ad-hoc analysis that does not match any template, describe what you want in plain English:

1. Go to Reports > Generate Report
2. Click the Custom tab
3. Write a description of the analysis you want. Be specific about what data to examine, what questions to answer, and what format you prefer.
4. Select your data source(s)
5. Click Generate

Example custom prompts:

Analyze our sales data from the last 6 months. Break down
revenue by product category and region. Identify the top 3
growth areas and any categories showing decline. Include
month-over-month trend charts.

Compare customer support ticket volume and resolution times
between Q3 and Q4 2024. Highlight any categories where
resolution time increased. Suggest staffing adjustments.

Understanding Report Output

A generated report is structured into sections:

Executive Summary

A 2-3 paragraph overview aimed at someone who will only read this section. Captures the most important findings and conclusions.

Key Metrics

Headline numbers shown as cards with change indicators (up/down arrows and percentages). These represent the most important quantitative findings.

Analysis Sections

Multiple sections, each focused on a specific aspect of the data. Each section includes charts, tables, and written analysis. The AI chooses chart types based on data characteristics (line for trends, bar for comparisons, pie for composition).

Key Findings

A numbered list of specific insights. These are the "so what" from the data — patterns, anomalies, and significant changes.

Recommendations

Suggested actions based on the findings. Keep in mind these are AI-generated suggestions that should be evaluated by someone with business context.

Multi-Source Reports

You can select multiple data sources for a single report. The AI will attempt to correlate data across sources. This works best when sources share common dimensions (dates, customer IDs, product names).

AI Credit Usage

Report generation consumes AI credits based on:

• Data volume: more rows of data require more processing and use more credits
• Analysis complexity: more detailed analyses with multiple metrics consume more credits than simple summaries
• Number of data sources: multi-source reports that correlate data across sources use more credits

A typical single-source report uses 2-10 credits. Complex multi-source analyses can use 10-30 credits. Check your balance in Settings > Billing.

Report Actions

After generation, you can:

• Share — share with team members or generate a public link (Professional+)
• Share to Workspace — add the report to a workspace for team access
• Download — download as PDF (Professional+)
• Schedule — set up recurring generation (Professional+)

Related

• Report Templates
• Scheduled Reports
• Exporting Reports
• Writing Better AI Queries